AE PETERSEN LIMITED

🌳Matureactive

07285764 · ltd · incorporated 2010-06-16

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 15.6y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£35.7k

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Dispensing chemist in specialised stores

Sector: Wholesale & retail

Investor take

Pursue

Asset-holding vehicle with a 63-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 85/100. Strong seller-intent signal (80/100, director aged 63). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

12 live charges · 2 lenders · oldest 15.6y

50/100

clean up first

Refinance viable after a tidy-up — address the highlighted items first.

· Oldest live charge is 15.6 years old — likely at or near maturity.
· Two lenders — manageable, but coordination required.
· Legal-friction score 30/100 — workable, but lender will want more DD.

Data confidence

Overall: high (81/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

12 charges (12/12 with lender, 12/12 with type)

Directors & officers

2 officers (2 active, 2 linked, 2 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

3 connected companies via shared directors

Filing history

61 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102

Positive net assets

Net assets £35,710

Key financials

2 years extracted from filed iXBRL accounts

Cash

£311

Net Worth

£36k

Current Assets

£508k

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-03-31	2024-03-31
Total assets	£35.7k	—
Current assets	£507.8k	—
Cash	£311	—
Debtors	£507.5k	—
Net assets	£35.7k	—
Average employees	—	200

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (43 events)Click to expand

2025-12-24
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-21
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-12-23
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-03-29
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-03-31
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2019-12-18
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2018-12-19
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-12-15
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-06-19
📄
change-person-director-company-with-change-date
officers · CH01
2017-06-19
📄
change-person-director-company-with-change-date
officers · CH01
2017-04-28
📄
mortgage-satisfy-charge-full
mortgage · MR04
2017-04-28
🔓
Charge satisfied #12
2017-01-07
📄
accounts-with-accounts-type-full
accounts · AA
2016-06-16
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2016-06-09
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2016-01-07
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2015-10-01
🔓
Charge satisfied #11
2015-10-01
🔓
Charge satisfied #10
2015-10-01
🔓
Charge satisfied #9
2015-10-01
🔓
Charge satisfied #8
2015-10-01
🔓
Charge satisfied #7
2015-10-01
🔓
Charge satisfied #6
2015-10-01
🔓
Charge satisfied #5
2015-10-01
🔓
Charge satisfied #4
2015-10-01
🔓
Charge satisfied #3
2015-10-01
🔓
Charge satisfied #2
2015-06-22
🔓
Charge satisfied #1
2012-06-01
🔒
Charge registered #12
Lender: Santander UK PLC as Security Trustee ("Security Holder") for Each Group Member
2010-10-21
🔒
Charge registered #11
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #10
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #9
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #8
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #7
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #6
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #5
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #4
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #3
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #2
Lender: Santander UK PLC
2010-10-21
🔒
Charge registered #1
Lender: Santander UK PLC
2010-06-16
🏢
Company incorporated
As AE PETERSEN LIMITED
2010-06-16
➕
PETERSEN, Alan Eric appointed
director
2010-06-16
➕
PETERSEN, Amanda Jayne appointed
director

Owner dependency

100/100

Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
+Founder name in company name: Company name contains director surname "PETERSEN" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
+Senior director age: Director aged approximately 63 — approaching natural succession window.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
+No director turnover: Company is 16 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

79/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
secondary12+ year tenure: Director in role 16 years.
secondaryStable-but-static management: Company is 16 years old and no new directors in the last 3 years — succession not yet being planned internally.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Shareholders & ownership

2 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Mr Alan Eric Petersen Individual · British · DOB 11/1963 · age 63	25–50%	—	25-50% shares	16/06/2017
Mrs Amanda Jayne Petersen Individual · British · DOB 06/1964 · age 62	25–50%	—	25-50% shares	15/06/2017

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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3DPGO LTD→ 14190008 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
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ABBIE CARPETS LIMITED→ 13019819 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
ABCSELLER LTD→ 16334632 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
ABJ DIRECT LTD→ 16561776 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ABP 2025 LTD→ 16581831 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ABUKER LIMITED→ 16315234 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
ABV (AB) LTD→ 16776428 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ADELATI LTD→ 15774477 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
AEP COMPLETE CARE 2 LIMITED→ 11410562 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
AERMACH LIMITED→ 10735891 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
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Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

6 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →

🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive

Typeltd

Incorporated2010-06-16

Jurisdictionengland-wales

Primary SIC47730 — Dispensing chemist in specialised stores

Registered office

8 Cefn Road

Rogerstone

Newport

South Wales

NP10 9AQ

United Kingdom

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-06-30

Last: 2025-06-16

Officers (2 active · 0 resigned)

PETERSEN, Alan Eric→

director · ~63y · appointed 2010-06-16

View their other companies + combined net worth →

Active

PETERSEN, Amanda Jayne→

director · ~62y · appointed 2010-06-16

View their other companies + combined net worth →

Active

Click a director name to see their full track record across all companies.

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:12 of 12 shown

		Type	Properties
satisfied	Santander Santander UK PLC as Security Trustee ("Security Holder") for Each Group Member	Debenture	1 property	01/06/2012	28/04/2017
satisfied	Santander Santander UK PLC	Debenture	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	01/10/2015
satisfied	Santander Santander UK PLC	Legal charge	1 property	21/10/2010	22/06/2015